Kelly Vance Moise

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 02/2026
  Commonwealth Financial Network
  Waltham, MA
• 02/2026 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2014-02-24 → 2026-02-04
  Commonwealth Financial Network
  Huntsville, AL
  Columbus, MS
  Owens Cross Roads, AL
• 2011-10-31 → 2014-02-26
  Msi Financial Services, Inc.
  Huntsville, AL
  Huntsville, AL
• 2005-11-21 → 2011-07-15
  Thrivent Investment Management Inc.
  Owens Cross Roads, AL
  Huntsville, AL
  Huntsville
  Huntsville, AL

Other Businesses

(1) Vector Wealth Strategies, LLC; DBA; 3330 L & N Drive, Ste I, Huntsville, AL 35801; Investment Related; Senior Partner; Leadership within firm, retail financial planning; Start 2/24/2014; 120 hours/month, 120 hours/month during trading. (2) Fixed Insurance Sales ; Not investment related; 3330 L & N Drive, Ste I, Huntsville, AL 35801; Agent; Servicing old accounts from Genworth and CES Insurance Agency; Start 2/3/2026; 1 hour/month, 1 hour/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-11-18

Other Names

• Kelly Ferree Vance
• Kelly Vance Moise